Our model portfolios, investment views and policies are formulated by our investment committee. The committee is composed of a highly qualified and experienced team of Lanyon Partners, advisers, and executives with extensive investment experience. Lanyon Partners share portfolios are researched and managed by our in-house specialists as part of the investment committee.

Retirement Planning

One of the most common questions clients have is, how much is enough? The follow-up question is just as important to consider: how do I get there?

Our advisers are specialists in helping you to understand what is required to fund your retirement goals, drawing on a range of strategies and investment solutions to ensure complete financial confidence for your future.

Superannuation

Our advisers will discuss your personal circumstances and level of involvement in your superannuation so that we can give you an informed recommendation. This will usually cover options such as industry funds, low-cost retail platforms, superannuation wraps and self-managed super funds.

Aged Care

The entry of a loved one into aged care is an emotional time. It doesn’t help that on top of finding and securing a place within a comfortable aged care home, the funding rules and regulations are extremely complex. As an accredited aged care specialist, we can explain the various fees, charges and tests involved to help determine the right approach for your family.

Life Insurance

Your biggest asset is you, so it makes sense to protect it. At Lanyon Partners, we have been helping with personal insurance for half a century.

Our specialists will help you understand the most important types of cover for your current situation and stage of life. We’ll talk to you about what level of cover is appropriate, and how to make sure your cover is cost-effective, cash flow efficient and accessible when you need it.